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Streaming Video is Gold: The Chaos of Content

by Andy Marken

Entertainment organizations are going through major structural changes to keep a firm cash flow. It’s all about getting a large number of viewing subscribers.

Tags:Cable Cutting (cord cutting)| Market Data| OTT TV| Streaming Video

Apple iPhone 14 Panel Shipments Drop 23% MoM With Anemic Growth

by Omid Rahmat

As we approach the end of March, the latest survey of supply chain data from DSCC indicates that panel shipments for the iPhone 14 Series are tracking 2% higher than the iPhone 13 Series …

Tags:BOE| DSCC| iPhone| LDC| Market Data| OLED| SDC

Tablets Do Better in China Than PCs

by Emory Kale

The country’s PC market ended the fourth quarter of 2022 on a depressing note, losing 26% YoY. Desktops shipments declined 34% to 3.7 million units, and laptop shipments were down 22% to 8.5 million …

Tags:Android| HarmonyOS| ioS| laptop| Market Data| PC| tablet

A Boost of DOOH Optimism From Europe

by Omid Rahmat

OOH fat cats, JCDecaux in France and Ströer in Germany, have been reporting robust sales, growth, and healthy bookings for their businesses. Despite a war in Ukraine, the hit on each country’s economies from …

Tags:DOOH| Financial Data| Market Data

Laptop Panel Shipments Best Indicator of Demand

by Omid Rahmat

The second quarter of 2023 saw the first QoQ increase in notebook panel shipments but it is not enough to stop a post-pandemic slide and indicates a possible lack of recovery in the second half of 2023.

Tags:Flat Panels| laptop| Market Data

Display Fab Capacity Continues to Outstrip Demand

by Emory Kale

LCD TV panel prices rise 2.7% QoQ with an emphasis on larger size panels (50” through 75”). DSCC is reporting a modest rise in LCD TV panel prices after the plunge in prices that …

Tags:DSCC| LCD Panels| Market Data

US Pay TV Lost About 5.9 Million Subscribers in 2022

by Omid Rahmat

Leichtman Research Group found that the largest pay-TV providers in the U.S. – representing about 92% of the market – lost about 5,880,000 net video subscribers in 2022, compared to a pro forma net …

Tags:Market Data| Pay TV

Commercial Buying to Buoy PC and Tablet Shipments in the Coming Years

by Omid Rahmat

Declining demand and challenging macro-economic conditions have caused International Data Corporation (IDC) to further lower its forecast for the worldwide PC and tablet markets. Global shipments are now expected to total 403.1 million units …

Tags:IDC| Market Data| PC| tablet

Intel’s GPU Market Share Mistakenly Boosted by HPC Sales

by Jon Peddie

Intel announced its win for the Argonne National Laboratory Aurora supercomputer in March 2019 and promised a performance of 1 EFLOPS by 2021. Intel said in mid-2020 that manufacturing issues had delayed the rollout …

Tags:AMD| GPU| Intel| Market Data

Video Represents 40% of Programmatic Ad Spend in OOH

by Omid Rahmat

Billboards, large format, free-standing, elevated displays remain the most popular asset category for digital ads. But, the second half of 2022 saw roughly 10% growth in display panel, and screen/TV usage. The data is …

Tags:Advertising| Billboards| DOOH| Kiosks| Market Data

Smartphone Shipments Not Recovering Until 2024

by Omid Rahmat

After predicting a 2.8% recovery in 2023, IDC is now reducing its forecast to project a 1.1% decline in 2023 shipments to 1.19 billion units. 5G continues to grow and will account for 62% …

Tags:Market Data| smartphone